RATIO FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RATIO FOUNDATION INC (EIN 20-1436022)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201501329349102205
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-12T12:04:23-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351489521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREENWALT CPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15342 W VERMONT STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201436022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RATIO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRATIBusinessNameControlTxt
Phone3176334040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 S PENNSYLVANIA ST NO 100AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR TIMOTHY BARRICKPersonNm
Person TitleSECRETARY & TREASURERPersonTitleTxt
Phone3176334040PhoneNum
Signature2015-05-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRANDON L COOK CPAPreparerPersonNm
PTINP01327218PTIN
Phone3172412999PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$379FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$34,030ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,031TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$684OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,780ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,780ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,780TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$433ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$812CashBOYAmt
Cash EOY$379CashEOYAmt
Total Assets BOY$812TotalAssetsBOYAmt
Total Assets EOY$379TotalAssetsEOYAmt
Total Assets EOYFMV$379TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$812RetainedEarningBOYAmt
Retained Earning EOY$379RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$812TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$379TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$812TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$379TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$812TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$433ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$379SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$379TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,340AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,158NetVlNoncharitableAssetsYr1Amt
Distribution Yr115.837651DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,675AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$443NetVlNoncharitableAssetsYr2Amt
Distribution Yr257.957111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$73,393AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$494NetVlNoncharitableAssetsYr3Amt
Distribution Yr3148.568826DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,926AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,228NetVlNoncharitableAssetsYr4Amt
Distribution Yr418.874226DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,911AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,902NetVlNoncharitableAssetsYr5Amt
Distribution Yr510.793758DistributionYr5Rt
Total Distribution252.031572TotalDistributionRt
Average Distribution50.406314AverageDistributionRt
Net Vl Noncharitable Assets$1,758NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,614AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,614AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,780QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In Assets0AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM A BROWNE JRIndividualWithBooksNm
Phone3176334040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1107 S PENNSYLVANIA ST STE 100AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM A BROWNE JR
107 S PENNSYLVANIA ST STE 100INDIANAPOLISIN46204PRESIDENT0.00$0$0$0
R TIMOTHY BARRICK
107 S PENNSYLVANIA ST STE 100INDIANAPOLISIN46204SECRETARY & TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF LOCAL COMMUNITY PROJECTSDescription1Txt
Expenses1$33,780Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,785AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,758NetVlNoncharitableAssetsAmt
Minimum Investment Return$88MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$88DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$88DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$88DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,780ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,780QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,780AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$52,666ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,765ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$73,368ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,653ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,282ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$230,734TotalExcessDistributionCyovAmt
Qualifying Distributions$33,780QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,692RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$264,426TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$52,666ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$211,760ExcessDistriCyovToNextYrAmt
Excess From Year4$60,765ExcessFromYear4Amt
Excess From Year3$73,368ExcessFromYear3Amt
Excess From Year2$25,653ExcessFromYear2Amt
Excess From Year1$18,282ExcessFromYear1Amt
Excess From Current Year$33,692ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HARRISON CENTER FOR THE PERFORMING ARTS
1505 NORTH DELAWARE STINDIANAPOLISIN46202NONEOTHERGENERAL$250
LEW WALLACE STUDY PRESERVATION SOCIETY
200 WALLACE AVENUECRAWFORDSVILLEIN47933NONEOTHERGENERAL$250
HERRON HIGH SCHOOL
110 EAST 16TH STREETINDIANAPOLISIN46202NONEOTHERGENERAL$250
MURAT SHRINE CIRCUS
510 N NEW JERSEY STINDIANAPOLISIN46204NONEOTHERGENERAL$250
BENJAMIN HARRISON PRESIDENTIAL SITE
1230 NORTH DELAWAREINDIANAPOLISIN46202NONEOTHERGENERAL$760
THE CHILDRENS' MUSEUM
PO BOX 3000INDIANAPOLISIN46206NONEOTHERGENERAL$5,000
2014 ISC CORPORATE CHALLENGE TEAM ENTRY
201 SOUTH CAPITOL AVE STE 1200INDIANAPOLISIN46225NONEOTHERGENERAL$700
BUTLER UNIVERSITY
4600 SUNSET AVEINDIANAPOLISIN46208NONEOTHERGENERAL$5,000
DRESS FOR SUCCESS
32 EAST 31ST STREETNEW YORKNY10016NONEOTHERGENERAL$11,440
CRISIS NURSERY
1309 WEST HILL STREETURBANAIL61801NONEOTHERGENERAL$2,530
ROYAL OAKS SOCIETY
35 W 35TH STNEW YORKNY10001NONEOTHERGENERAL$1,000
ROTARY CLUB OF SHELBYVILLE CHARITY AUCTION
501 NORTH HARRISON STREETSHELBYVILLEIN46176NONEOTHERGENERAL$350
DOWNTOWN INDY
111 MONUMENT CIRCLE STE 1900INDIANAPOLISIN46204NONEOTHERGENERAL$1,000
PACK AWAY HUNGER
5230 PARK EMERSON DR SUITE AINDIANAPOLISIN46203NONEOTHERGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,780TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RATIO ARCHITECTS INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1107 S PENNSYLVANIA ST STE 100AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Total Contributions$34,030TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGE$132$0$0
MISCELLANEOUS EXPENSE$552$0$0

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